T
$34.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
38 ADV. Clients
4 yrs Firm Age
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- Custodian
- Fidelity/NFS · RBC · Stifel
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2022
- Office Locations
- 2
Office Locations
301 Pennsylvania Parkway Suite 301 Indianapolis IN
-- Libertyville IL
About Trust Investment Advisors Wealth Management, LLC
Trust Investment Advisors Wealth Management, LLC is a Indianapolis-based RIA with 2 offices. The firm has been operating for 4 years. Managing $34.4M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS and RBC.
Team overview
53 AVG AGE
$11.5M AVG AUM / ADVISOR
$906.1K AVG AUM / CLIENT
2.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BURTON PETER STREET
Owner, President
- CRD
- #2332253
- Ownership
- 75% or more
Available
Available
Available
S
SUSAN ELAINE MITCHELL
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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D
DOUGLAS WILLIAM DAMROW
Managing Director
- CRD
- #724044
Available
Available
Available
M
MICHAEL WIGGIN MORRISON
--
- CRD
- #6134787
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $34,432,218 | $414,846 |
| Total | $34,432,218 | $414,846 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Private Funds:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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